JPMorgan Ultra-Short Municipal Income ETF
JMST
304 hedge funds and large institutions have $2.79B invested in JPMorgan Ultra-Short Municipal Income ETF in 2022 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 112 increasing their positions, 116 reducing their positions, and 27 closing their positions.
97% more capital invested
Capital invested by funds: $1.42B → $2.79B (+$1.38B)
52% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 27
21% more funds holding in top 10
Funds holding in top 10: 19 → 23 (+4)
14.86% more ownership
Funds ownership: 62.1% → 76.96% (+15%)
4% more funds holding
Funds holding: 291 → 304 (+13)
3% less repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 116
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.37B |
| 2 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$22.2M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$19.6M |
| 4 |
TWM
TMD Wealth Management
Scottsdale,
Arizona
|
+$14.7M |
| 5 |
William Blair & Company
Chicago,
Illinois
|
+$14.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CP
Corbenic Partners
Bethlehem,
Pennsylvania
|
-$69M |
| 2 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$40.4M |
| 3 |
PP
Palladium Partners
Norfolk,
Virginia
|
-$33.1M |
| 4 |
B
Bailard
Foster City,
California
|
-$14.1M |
| 5 |
HWM
HB Wealth Management
Atlanta,
Georgia
|
-$10.9M |
JMST Hedge Fund Activity: Q1 2022 in Review
304 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Municipal Income ETF (JMST) for Q1 2022, worth a combined $2.79B — up 97% from $1.42B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new JMST positions and 27 closed out — a net gain of 14 holders — while 112 added to existing stakes and 116 trimmed.
The largest buyer was Bank of America, adding an estimated $1.37B. The largest seller was Corbenic Partners, cutting an estimated $69M.
- 304 institutional investors held JPMorgan Ultra-Short Municipal Income ETF (JMST) as of Q1 2022, up from 291 in Q4 2021.
- Funds reported $2.79B of JPMorgan Ultra-Short Municipal Income ETF stock for Q1 2022, up 97% quarter-over-quarter.
- 41 funds opened new JPMorgan Ultra-Short Municipal Income ETF positions in Q1 2022 and 27 closed out, a net change of +14 holders.
- The largest JPMorgan Ultra-Short Municipal Income ETF buyer in Q1 2022 was Bank of America, an estimated $1.37B added.
- The largest JPMorgan Ultra-Short Municipal Income ETF seller in Q1 2022 was Corbenic Partners, an estimated $69M sold.
Based on aggregated 13F filings for Q1 2022.